Addepar MCP (Claude)
Bring Addepar portfolio intelligence into Claude
Addepar’s MCP connector brings portfolio data and intelligence into Claude, enabling investment professionals to ask questions in plain language and receive answers grounded in their firm’s Addepar data. Analyze a household’s holdings, market value, asset allocation, and performance. Understand alternatives exposure across capital calls, distributions, NAVs, and unfunded commitments. Review transactions, identify trends across clients, or gather the data needed to prepare for a quarterly review. Unlike tools that analyze accounts in isolation, Addepar understands the ownership structures and relationships connecting a client’s complete portfolio. This allows Claude to provide a consolidated household view across accounts and entities, including public and private investments. Permission aware access helps limit the information retrieved to what each user is authorized to see. Simply authenticate with your Addepar account. No API keys or manual configuration required.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/addepar. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.addepar.com/. Sign-in: Required. Publisher documentation: https://learn.addepar.com/hc/en-us/articles/42871547790999-Connect-Addepar-to-your-AI-system-with-MCP-closed-beta. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
get_all_entities
get_current_user
get_exposure
get_ownership_graph
get_performance_attribution
get_portfolio_attribute_metadata
get_portfolio_data
get_private_fund_cash_movements
get_transaction_attribute_metadata
get_transactions
get_upcoming_private_fund_capital_activity
search_addepar_product_docs
search_entities
search_portfolio_query_attributes
search_transaction_query_attributes
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